Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,450 | $106,005-39.2% | $92,239-30.1% | $147,585-56.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.29%-158.2pp | 578.58%-560.5pp |
| Employer contribution / active EE | $8,523 | $4,333+96.7% | $3,680+131.6% | $4,876+74.8% |
| Participant deferral / active EE | $260 | $4,478-94.2% | $3,897-93.3% | $5,439-95.2% |
| Admin fee / account holder | $629 | $6,333-90.1% | $5,194-87.9% | $10,886-94.2% |